Permission for Drag Back in CRM
CRM Kanban Quick Edit, CRM Pipeline Kanban Quick Edit, CRM Pipeline Card Quick Edit, Kanban Quick Edit, Card Quick Edit
Quick Edit Feature for CRM Leads from Kanban View
New Design Kanban View, New Style Kanban View, Web Responsive Kanban View, Advanced Kanban View, Design Card View, Style Card, Responsive Card, Advanced Card, Responsive CRM Kanban View, CRM KanbanView, Responsive CRM Card View, Advanced CRM CardView, Responsive Customer Kanban View, Customer KanbanView, Responsive Customer Card View, Advanced Customer CardView, Responsive Contact Kanban View, Advanced Contact KanbanView, Responsive Contact Card View, Advanced Contact CardView, Responsive Partner Kanban View, Advanced Partner KanbanView, Responsive Partner Card View, Advanced Partner CardView
crm lead Form Customizations
Display the latest email message on CRM opportunities
This Module Creates a wizard to export CRM Leads/Opportunities to Excel with customizable date range and stage filters. The export includes comprehensive lead information in a well-formatted Excel file.
Module allows automatically generate customer codes and classify customers and internal contacts.
Monitor business performance using charts, graphs, pivots, aggregated and formulated data
CRM Lead Document app designed to attach and manage documents within CRM leads. It centralizes files, supports collaboration, and improves efficiency in lead tracking and workflow integration.crm lead document app, crm document management, attach documents to leads, crm file management, lead documentation module, organize crm documents, enhance lead management, crm pipeline document attachment, crm lead tracking tool, crm workflow integration, crm team collaboration, crm file organization, crm enhancements module, crm document workflow, crm document productivity, crm document efficiency, crm document organization, crm document reporting, crm document management system, crm document visibility, crm document optimization, crm document monitoring, crm document data, crm document records, crm document documentation, crm document process, crm document performance, crm document tracking, crm document usability, crm document integration, crm document enhancement, crm document control, crm document utility, crm document platform, crm document capability, crm document service, crm document management app, crm document tracking tool, crm document reporting system, crm document monitoring application, crm document workflow solution, crm document collaboration tool, crm document management framework
CRM lead document attachment for lead document pipeline document lead attachment pipeline attachment CRM document CRM attachment for lead attachment for pipeline attachment for opportunity attachment opportunity document
CRM Inquiry: Alternative User Option Included. This feature facilitates seamless transfer between salespersons. When a transfer occurs, users are notified with a red alert button displaying the information of the originating and destination salespersons. Upon clicking the inquiry, the button changes to green, distinguishing the lead as owned. This feature enhances visibility and management of leads within the CRM Kanban view.
The CRM Lead Expiry Date Odoo app allows users to set and manage expiry dates inside CRM leads. This helps sales teams track the validity of opportunities, prioritize leads before they expire, and improve follow-up efficiency. With clear expiry tracking, businesses can avoid missed opportunities and maintain better control over their sales pipeline. Odoo CRM Lead Expiry Date Set Expiry Date for Leads Odoo Odoo CRM Opportunity Expiration, Lead Validity Management Odoo, Odoo CRM Lead Deadline Tracking, Expiry Date in CRM Pipeline Odoo, Odoo Sales Lead Management, Track Expiring Leads in Odoo, Odoo CRM Opportunity Validity, Odoo CRM Lead Expiration Module How to set expiry dates for CRM leads in Odoo? Can Odoo track the validity of sales opportunities? How to manage expiring leads in the Odoo CRM pipeline? Does Odoo support expiry date reminders for leads? How to avoid missed opportunities using expiry dates in Odoo CRM? Can I filter or sort leads by expiry date in Odoo? How does setting an expiry date improve CRM efficiency in Odoo? Can Odoo automatically close expired leads? How to configure lead validity duration in Odoo CRM? What are the benefits of tracking lead expiry in Odoo?